IHDG β€” WISDOMTREE TR

Ownership history in MATHER GROUP, LLC.  Β·  6 quarters on record

This page tracks every 13F SEC filing in which MATHER GROUP, LLC. reported a position in WISDOMTREE TR (IHDG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

Position Intelligence

MATHER GROUP, LLC. Γ— IHDG AI Analytics

πŸ“‰ MATHER GROUP, LLC. underperformed the S&P 500 by –19.3% annually on this IHDG position. Maximum drawdown during holding period: –4.2%.

πŸ“ˆ Position Alpha vs SPY
-19.3%
annualised excess return

❌ Significantly underperformed the S&P 500 by 19.3% ann.
4 quarters analyzed

πŸ›‘οΈ Drawdown Resilience
–4.2%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
100%
buy-side decisions

1 add Β· 0 trims. Bought during 0 of 2 down-price quarters. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.0% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    IHDG price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 344 β€” 0% 0.00% $16K $46.01
2025 Q1 UNCHANGED 344 β€” 0% 0.00% $15K $42.55
2024 Q4 UNCHANGED 344 β€” 0% 0.00% $15K $42.62
2024 Q3 UNCHANGED 344 β€” 0% 0.00% $16K $44.40
2024 Q2 UNCHANGED 344 β€” 0% 0.00% $16K $44.19
2024 Q1 INITIATED 344 β€” β€” 0.00% $14K β€”

🏒 Other funds also holding IHDG

As of 2025 Q4 β€” sorted by position size

Choice Wealth Advisors, LLC 3Y 6.89% CAPITAL WEALTH MANAGEMENT, LLC 3Y 7Y 5.9% WEALTH MANAGEMENT RESOURCES, INC. 3Y 5.4% Solano Wealth Investment Advisors LLC 5.32% Trinity Wealth Management, LLC 3Y 5.29% Melone Private Wealth, LLC 3Y 4.27% WESCAP Management Group, Inc. 3Y 7Y 3.77% Eagle Strategies LLC 3Y 3.65% Falcon Wealth Planning 3Y 3.53% HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 3Y 7Y 3.18%
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